Investment Specialist

Investment Specialist

Jonathan Wu

Executive Director

Head of Distribution & Operations

State Manager: Victoria (VIC), South Australia (SA) and Tasmania (TAS)

JP, B.Com.(USYD)(Accounting & Commercial Law), CPA(FPS), Dip.FS(Financial Planning), AFP(FPA), AChFP, AFA, Cert IV FMB

Jonathan is the Executive Director and Head of Distribution and Operations at Premium China Funds Management. Jonathan holds a Bachelors of Commerce from the University of Sydney, majoring in accounting and commercial law, a Diploma of Financial Services in Financial Planning as well as being a Certified Practicing Accountant (CPA) with financial planning specialist designations (FPS). He has completed the Global Executive MBA at the University of Sydney (Voted No. 1 EMBA in Australia for 2013 by AFR/Boss Magazine). He is also an Associate Chartered Financial Practitioner with the Association of Financial Advisers. Before joining Premium China Funds Management, he was a trainee analyst at Global Value Investors, doing international equity models as well as analysis. He was also previously a research assistant for Investors Mutual Limited, looking after their investment research database. Jonathan also holds an Associate Financial Planner status with the Financial Planning Association of Australia.

Jonathan has just released the fourth edition of his first book "Asia: The New Investment Paradigm", which explores Asia as an investment destination.

Jonathan was named the 2013 Young Achiever of the Year by Money Management to acknowledge his passion for, and accomplishments within the industry over the last decade. Jonathan also won the 2011 BDM of the Year award by Money Management/Lonsec (NSW/ACT) in recognition of his outstanding service and value added to financial planners and researchers alike in the region and country. He currently looks after 100 dealer groups across Australia covering both small dealers to large institutional clients.

Investment Specialist

Derek Paas

Asia Investment Specialist

State Manager: New South Wales (NSW), Queensland (QLD), Western Australia (WA), Australian Capital Territory (ACT) and Northern Territory (NT)

B. Ec. (Macquarie), Grad.Dip.Fin.

Derek has over 25 years of experience in financial markets and funds management. He was previously a financial advisor at CBA and Macquarie Bank. Prior to joining Premium, he worked for several UK-based fund managers. These included Franklin Templeton and Standard Life Investments where he held the position of Senior Investment Specialist with a focus on their Asian fund offerings.

In addition to a Bachelor of Economics degree from Macquarie University, he also holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute.

Investment Specialist

Clayton Coplestone

Investment Specialist (New Zealand)

B. Bus.(Finance), Dip. Bus.(Personal Financial Planning)

Clayton has been working in the Financial Services industry since 1984, with a background in share broking, money markets, financial planning and asset management. Clayton held posts such as Australasian Sales and Marketing Manager with a boutique asset management firm based in Sydney, as well as head of Asia Asset Management's retail business division for Credit Suisse in Australia and Hong Kong. At Credit Suisse, he completed projects such as establishing China's first Asset Management joint venture with China's largest bank and similar project for the bank's Korea branch.

Clayton recently returned to Auckland, where he has set-up Heathcote Investment Partners – a third party distributor of boutique investment services to Australasian family offices, institutions and financial advisers. He has a Bachelor of Business Studies (major in Finance) and Diploma in Business Studies (Personal Financial Planning).

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